Prudential plc’s CVB Financial CVBF Stock Holding History

Prudential plc’s Portfolio CVBF Stock Details CVBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-19,268	Closed	-$321K	–	890
2023 Q1	$321K	Buy	+19,268	New	+$439K	﹤0.01%	809

Other funds holding CVBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Prudential plc's CVBF Position: Q2 2023 in Review

Prudential plc sold out of CVB Financial (CVBF) in Q2 2023, closing a stake of 19,268 shares — an estimated $321K sold.

Prudential plc first reported a position in CVBF in Q1 2023 and held it in 1 quarter. The position peaked at $321K in Q1 2023. 214 funds tracked by Wall St. Rank hold CVBF as of Q2 2023.

Prudential plc reported no remaining CVB Financial position as of Q2 2023 after selling out during the quarter.
Prudential plc sold 19,268 CVB Financial shares in Q2 2023, an estimated $321K.
Prudential plc first reported a position in CVB Financial in Q1 2023 and held it in 1 quarter.
Prudential plc's CVB Financial position peaked at $321K in Q1 2023.
214 funds tracked by Wall St. Rank held CVB Financial as of Q2 2023.

Based on Prudential plc's 13F filing for Q2 2023, filed 14 Aug 2023.